Woodard & Company Asset Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $739K | Hold |
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|
2024
Q4 | $653K | Sell |
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|
2024
Q3 | $778K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $412K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $642K | Buy |
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|
2020
Q1 | $587K | Hold |
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|
2019
Q4 | $709K | Sell |
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|
2019
Q3 | $842K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | $200K | Sell |
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|
2018
Q1 | $970K | Buy |
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|
2017
Q4 | $228K | Buy |
|